See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,503 |
REGIONS BANK7+ years Service code 28 · EIN 63-0589368 PO BOX 11525 · BIRMINGHAM, AL 35211 | Investment Management | $11,166 |
PENTEGRA SERVICES, INC.4 years Filed as: ALLIANCE BENEFIT GROUP- PENTEGRA Service code 15 · EIN 13-3892096 5350 77 CENTER DRIVE · CHARLOTTE, NC 28217 | Recordkeeping | $2,392 |
LINCOLN NATIONAL CORPORATION8+ years Filed as: LINCOLN FINANCIAL Service code 13 · EIN 35-1140070 PO BOX 2340 · FORT WAYNE, IN 46801 | Contract Administrator | $425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,181 | $46,674-37.5% | $117,472-75.2% | $68,494-57.4% |
| Participation rate | 31.0% | 56.8%-25.7pp | 70.6%-39.6pp | 67.9%-36.9pp |
| Annual return | -19.26% | -14.52%-4.7pp | 29.74%-49.0pp | -7.84%-11.4pp |
| Employer contribution / active EE | $563 | $1,505-62.6% | $4,176-86.5% | $2,596-78.3% |
| Participant deferral / active EE | $920 | $2,636-65.1% | $4,070-77.4% | $4,027-77.2% |
| Admin fee / account holder | $113 | $4,020-97.2% | $5,645-98.0% | $5,403-97.9% |